See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,387 | $165,335-31.4% | $149,696-24.3% | $158,922-28.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.83% | 348.15%-332.3pp | 276.60%-260.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $4,071 | $5,103-20.2% | $4,644-12.3% | $4,761-14.5% |
| Participant deferral / active EE | $6,372 | $7,181-11.3% | $6,842-6.9% | $5,982+6.5% |
| Admin fee / account holder | $11,391 | $10,807+5.4% | $9,309+22.4% | $11,246+1.3% |